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January 15, 2026, 3:32 PM EST. TSMC beat on quarterly profit, boosting confidence in industrywide demand for leading-edge process technologies. The company posted 35% year-over-year profit growth and signaled higher capital spending in 2026, signaling AI buildout. In the US, Nvidia rose nearly 3%, AMD up 6%, and Broadcom about 2% as chipmakers rallied with equipment makers like Lam Research (+6.5%). Micron gained over 3%, Analog Devices around 2%, and the VanEck Semiconductor ETF climbed about 3.5%. CFO Wendell Huang said demand for TSMC's advanced processes should stay strong. The rally comes ahead of a tech earnings season that includes Intel, Apple, and others; investors will watch AI-related demand closely.